Plan Snapshot
- Plan Sponsor: Shremshock Architects, INC.
- Sponsor EIN: 311023264
- Sponsor Address: 7775 WALTON PARKWAY, NEW ALBANY, OH, 43054
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $12.4M | $154,207 | $611,326 |
| 2023 | 81 | $10.3M | $147,550 | $556,367 |
| 2022 | 78 | $8.3M | $57,235 | $410,786 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BRADY WARE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY WARE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,654 | — | — | — | — |
| 2023 | $6,280 | — | — | — | — |
| 2022 | $9,925 | — | — | — | $9,925 |